Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGERX (ALLIANZGI BEST STYLES GLOBAL EQUITY FUND CLASS R6) | NA | -65.47% | -27.70% | -12.88% | NA | NA | NA | -8.49% |
Data as of 12/14/2020, AR inception is 12/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGERX (ALLIANZGI BEST STYLES GLOBAL EQUITY FUND CLASS R6) | 12/05/2013 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -56.97 | -65.47 | -27.70 | -12.88 | NA | NA | NA | -8.49 | -65.87 | 6.85 | -26.55 | 8.57 | 3.89 | -2.57 | 1.90 | 3.39 |
| Sharpe Ratio | NA | -0.69 | -0.51 | -0.31 | NA | NA | NA | -0.24 | -0.70 | 0.27 | -1.19 | 0.52 | 0.25 | -0.18 | 0.18 | 7.24 |
| Standard Deviation(%) | NA | 95.20 | 56.20 | 44.11 | NA | NA | NA | 37.83 | 97.32 | 20.42 | 23.33 | 15.29 | 14.44 | 14.71 | 10.71 | 8.81 |
| Draw Down(%) | NA | 68.55 | 68.55 | 68.55 | NA | NA | NA | 68.55 | 68.55 | 15.07 | 35.09 | 12.78 | 12.01 | 14.37 | 8.99 | 1.62 |
| Yield(%) | 0.00 | 15.41 | 12.33 | 10.20 | 5.73 | 3.82 | 2.87 | 8.19 | 0.00 | 19.19 | 12.76 | 15.98 | 2.53 | 1.00 | 5.21 | 0.00 |
Data as of 12/14/2020, AR inception is 12/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGERX (ALLIANZGI BEST STYLES GLOBAL EQUITY FUND CLASS R6) |
-4.46%
Nov 2017 - Nov 2020 |
1.29%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGERX (ALLIANZGI BEST STYLES GLOBAL EQUITY FUND CLASS R6) |
12.01%
Jan 2015 - Jan 2018 |
8.12%
Sep 2015 - Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart